Report to calculate average deal size per month

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Occasional Contributor

Hi there,

 

It is possible to create a report on Hubspot that shows the average deal size? 

If yes how can I create it?

I need a report with the average deal size per month since the beginning of the year. I found out how to do it with the old Hubspot interface, but is not clear to me how to do it with the new one. 

 

Thanks

 

Angela

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Regular Contributor

@Angelamr 

 

I think I can help you here!

 

There may be a canned report I am missing but I like to build custom ones, so click the create custom report.

 

Click single data button set then "Deals".

 

From there you will need to select deal properties to add to the report. For yours, you really only need amount and close date.

 

From there click on the visualize tab at the top of the page

 

Screen Shot 2019-07-16 at 8.54.44 AM.png

 

 

 

 

 

 

You will then need to configure the type of chart you want and the displaying and measure by components.

 

Set it up like this

 

Screen Shot 2019-07-16 at 8.54.09 AM.png

 

Make sure when you add amount property that you set it to "average" instead of total.

 

This should give you the chart you desire. If you want to filter down to only closed won deals there is a filter button in the top left where you can filter down by stage.

 

Let me know if this helps or if you need clarification!

 

Best,

Mike

 

 

 

 

1 Reply 1
Regular Contributor

@Angelamr 

 

I think I can help you here!

 

There may be a canned report I am missing but I like to build custom ones, so click the create custom report.

 

Click single data button set then "Deals".

 

From there you will need to select deal properties to add to the report. For yours, you really only need amount and close date.

 

From there click on the visualize tab at the top of the page

 

Screen Shot 2019-07-16 at 8.54.44 AM.png

 

 

 

 

 

 

You will then need to configure the type of chart you want and the displaying and measure by components.

 

Set it up like this

 

Screen Shot 2019-07-16 at 8.54.09 AM.png

 

Make sure when you add amount property that you set it to "average" instead of total.

 

This should give you the chart you desire. If you want to filter down to only closed won deals there is a filter button in the top left where you can filter down by stage.

 

Let me know if this helps or if you need clarification!

 

Best,

Mike